Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,341 institutions that hold shares in the stock, with a total of 3.53 Billion shares, which have been reported (via 13F filing form) to have a value of $81.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
13,945
shares
|
$321,990
0.17% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
13,941
shares
|
$321,897
0.12% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
13,921
shares
|
$321,435
0.04% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
13,908
shares
|
$321,135
0.31% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
13,881
shares
|
$320,512
0.03% of portfolio
|
Q1 2023
Added 64.51%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
13,866
shares
|
$320,165
0.03% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
13,836
shares
|
$319,473
0.54% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
13,832
shares
|
$319,380
0.09% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
13,831
shares
|
$319,357
0.1% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
13,812
shares
|
$318,919
0.11% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
13,786
shares
|
$318,318
0.04% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
13,759
shares
|
$317,695
0.14% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
13,735
shares
|
$317,141
0.24% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
13,686
shares
|
$316,009
0.13% of portfolio
|
Q1 2025
Added 26.46%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
13,680
shares
|
$315,871
0.03% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
13,674
shares
|
$315,732
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
13,670
shares
|
$315,640
0.18% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
13,654
shares
|
$315,270
0.39% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
13,653
shares
|
$315,247
0.09% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
13,620
shares
|
$314,485
0.22% of portfolio
|
Q4 2024
Added 27.05%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
13,566
shares
|
$313,238
0.05% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
13,564
shares
|
$313,192
0.26% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
May 09, 2025 Q1 2025 |
13,561
shares
|
$313,123
0.01% of portfolio
|
Q1 2025
Reduced 78.29%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
13,550
shares
|
$312,869
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
13,542
shares
|
$312,684
0.14% of portfolio
|
Q1 2025
Reduced 4.21%
|